AUMdb

Weisinger Incorporated 401(k) Profit Sharing Plan

Sponsored by Weisinger Incorporated · EIN 741873938 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
171
With balances
148

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Allocation Company, Inc. Contract administrator, Participant loan processing, Recordkeeping fees $0
Osaic Wealth Investment advisory (plan) $0